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SLQD icon

Oppenheimer & Co’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History

Oppenheimer & Co’s Portfolio SLQD Stock Details SLQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,201
Closed -$264K – 1725
2025
Q3 		$264K Sell
5,201
-6,600
-56% -$334K ﹤0.01% 1441
2025
Q2 		$597K Sell
11,801
-170
-1% -$8.53K 0.01% 1076
2025
Q1 		$602K Sell
11,971
-2,315
-16% -$116K 0.01% 1017
2024
Q4 		$711K Sell
14,286
-2,214
-13% -$111K 0.01% 933
2024
Q3 		$832K Sell
16,500
-7,385
-31% -$368K 0.01% 854
2024
Q2 		$1.18M Sell
23,885
-672
-3% -$33K 0.02% 712
2024
Q1 		$1.21M Sell
24,557
-1,193
-5% -$58.6K 0.02% 671
2023
Q4 		$1.27M Buy
25,750
+572
+2% +$27.6K 0.02% 633
2023
Q3 		$1.21M Sell
25,178
-3,805
-13% -$183K 0.02% 612
2023
Q2 		$1.4M Buy
28,983
+2,971
+11% +$144K 0.03% 582
2023
Q1 		$1.26M Sell
26,012
-13,579
-34% -$654K 0.03% 603
2022
Q4 		$1.89M Buy
39,591
+11,415
+41% +$544K 0.04% 463
2022
Q3 		$1.34M Sell
28,176
-2,134
-7% -$103K 0.03% 556
2022
Q2 		$1.47M Sell
30,310
-3,192
-10% -$156K 0.03% 548
2022
Q1 		$1.65M Buy
33,502
+2,117
+7% +$106K 0.03% 558
2021
Q4 		$1.6M Sell
31,385
-213
-0.7% -$10.9K 0.03% 590
2021
Q3 		$1.63M Buy
31,598
+6,787
+27% +$351K 0.03% 579
2021
Q2 		$1.29M Buy
24,811
+12,539
+102% +$650K 0.02% 653
2021
Q1 		$635K Buy
+12,272
New +$638K 0.01% 868

Other funds holding SLQD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Oppenheimer & Co's SLQD Position: Q4 2025 in Review

Oppenheimer & Co sold out of iShares 0-5 Year Investment Grade Corporate Bond ETF (SLQD) in Q4 2025, closing a stake of 5,201 shares — an estimated $264K sold.

Oppenheimer & Co first reported a position in SLQD in Q1 2021 and held it in 19 quarters. The position peaked at $1.89M in Q4 2022. 253 funds tracked by Wall St. Rank hold SLQD as of Q4 2025.

  • Oppenheimer & Co reported no remaining iShares 0-5 Year Investment Grade Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 5,201 iShares 0-5 Year Investment Grade Corporate Bond ETF shares in Q4 2025, an estimated $264K.
  • Oppenheimer & Co first reported a position in iShares 0-5 Year Investment Grade Corporate Bond ETF in Q1 2021 and held it in 19 quarters.
  • Oppenheimer & Co's iShares 0-5 Year Investment Grade Corporate Bond ETF position peaked at $1.89M in Q4 2022.
  • 253 funds tracked by Wall St. Rank held iShares 0-5 Year Investment Grade Corporate Bond ETF as of Q4 2025.

Based on Oppenheimer & Co's 13F filing for Q4 2025, filed 2 Feb 2026.